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Auto refresh for the site

Hi,

We are using the Issue and Tasks as a helpdesk and need new issues and new tasks (that are yet assigned to a user) to pop up automatically without someone have to refresh the page.

Thank you,

Motty

Motty Answered

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Motty, 

Technically, this can be done with a Workflow rule that simply shows a pop up when a new Request comes in. If you want to submit this request still let me know. If you want to try the workflow, you can try to create it at the Case item type (workflow), with a runtime of 'Only when a record is created'. Evaluation Criteria would be Always Run and then you would use the Set Action = Notify (Popup Notification. This would allow you to notify the Current User or a Selected User or Group which would probably be best for you.

 

Sincerely, 

Boris Krutiy - Clarizen Success

Boris Krutiy 0 votes
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Thank you Boris,

It is a work around that might do in the interm. would the users need to dismiss or close that popup or can they just continue their work.   I will have to try it out.

The refresh i refer to is not reloading the page just add new items to the list. I think that it will still add value.

Motty

Motty 0 votes
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Motty, 

You can continue working but just as a user will simply read and then close the pop up message... or you will clock on the link to the New Object, if you choose to include that in the Popup message for easy and quick access to the newly created item.

 

Sincerely, 

Boris Krutiy - Clarizen Success

Boris Krutiy 0 votes